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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,534 | $175,257-5.5% | $149,717+10.6% | $139,456+18.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.58% | 166.70%-156.1pp | 134.41%-123.8pp | 373.45%-362.9pp |
| Employer contribution / active EE | $14,963 | $5,477+173.2% | $4,820+210.5% | $4,753+214.8% |
| Participant deferral / active EE | $10,284 | $6,521+57.7% | $5,682+81.0% | $6,711+53.2% |
| Admin fee / account holder | $86,666 | $16,156+436.4% | $13,213+555.9% | $11,407+659.8% |